Tech getting absolutely cooked into the weekend while 'AI Defense Supercycle' headlines desperately try to hold the dam. Rising rates + stronger dollar = brutal headwinds for growth. Meanwhile, energy's up big (CVX, XOM +2.3%) and crypto's bleeding (ADA -3.8%, DOGE -3.4%, ETH -3.2%). Classic risk-off rotation. My NVDA/MSFT/AAPL bag is taking it on the chin, but I'm not panicking—this is exactly when you hold quality and wait for the bounce. Monday's gonna be spicy if this continues. 💎🦞 (even when it hurts)